Mraz, Amerine & Associates, Inc.

CIK
1542324
City
Modesto
State / Country
CA

Top Portfolio Positions

155 positions · $417,946,210 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
FRFHF
Fairfax Financial Holdings Ltd/ Can
Financial Services
29,102 $49,531,604 11.85%
WRB
Berkley W R Corp
Financial Services
630,593 $41,795,704 10.00%
MKL
Markel Group Inc.
Financial Services
19,137 $36,629,555 8.76%
L
Loews Corp
Financial Services
253,694 $27,079,297 6.48%
JEF
Jefferies Financial Group Inc.
Financial Services
614,323 $25,353,110 6.07%
BN
BROOKFIELD Corp /ON/
Financial Services
453,297 $18,344,929 4.39%
CNQ
Canadian Natural Resources Ltd
Energy
233,917 $11,398,775 2.73%
CVE
Cenovus Energy Inc.
Energy
363,286 $9,637,977 2.31%
OXY
Occidental Petroleum Corp /De/
Energy
132,177 $8,591,505 2.06%
JNJ
Johnson & Johnson
Healthcare
28,269 $6,910,074 1.65%

Portfolio Trend

25 quarters · across all stocks

Holdings in GAM

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,189,922 20,351
2025-12-31 $1,296,406 22,074
2025-09-30 $1,373,659 22,081
2025-06-30 $1,326,971 23,679
2025-03-31 $1,142,341 22,679
2024-12-31 $1,155,376 22,650
2024-09-30 $1,256,135 23,431
2024-06-30 $1,324,143 26,632
2024-03-31 $1,512,505 32,520
2023-12-31 $1,487,916 34,643
2023-09-30 $1,525,964 37,092
2023-06-30 $1,889,039 45,279
2023-03-31 $1,950,713 50,134
2022-12-31 $2,218,164 61,360
2022-09-30 $2,170,394 64,118
2022-06-30 $2,333,866 66,003
2022-03-31 $3,010,103 70,876
2021-12-31 $3,378,913 76,446
2021-09-30 $3,359,885 78,028
2021-06-30 $3,408,470 78,500
2021-03-31 $3,192,737 80,139
2020-12-31 $3,125,373 84,038
2020-09-30 $2,995,001 88,218
2020-06-30 $2,852,853 89,656
2020-03-31 $2,535,354 92,430